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UBS Advice Asia:Launching a new service for Wealth Management clients

“Our rigorous investment process filters out clear signals from the noise surrounding financial markets, and allows us to present clients with actionable advice on their investments.”

A new advisory service with a flat-fee model, UBS Advice Asia offers clients personalized advice and proactive portfolio monitoring, enabling them to make better decisions while remaining in control of investments. ---------------------------------------------------------------------------------------

We live in a rapidly changing world. The financial landscape is more globally interlinked, fast-moving and more regulated than before. Investors must spend more time to understand vast amounts of data and monitor thousands of financial instruments to build a welldiversified portfolio. It is harder for investors to make the right investment decisions.

In March, UBS launched UBS Advice Asia, an advisory service that draws on our vast worldwide resources to systematically monitor global financial markets and clients’ portfolios. This empowers clients to react to market developments more swiftly and effectively, while remaining in control of investment decisions.

Cutting-edge technology to keep clients’ portfolios on track

UBS Advice Asia is supported by an ingenious technical solution which scrutinizes clients’ portfolios every night against a number of critical risk factors through our industryleading portfolio monitoring system.

If there is deviation from a client’s investment strategy, client advisors will be in touch to suggest solutions to realign their portfolio. Clients remain in full control of investment decisions, and have the final say on all transactions.

Innovative solutions, personalized to the individual

We connect the knowledge of professional investment specialists and client advisors. This enables us to identify clients’ goals, keep pace with rapid market developments, and create clear market positions. The result is personalized advice and solutions targeted to protect and grow clients’ wealth, even in difficult market conditions.

While our client advisors are available to propose and discuss alternative ideas and strategies, you remain in full control of your portfolio and investment decisions, and have the final say on all transactions.

Tap into our vast global networkof investment specialists

The investment advice clients receive is based on the UBS House View formulated by over 900 economists, analysts and strategists from all business divisions around the world. Our rigorous investment process filters out clear signals from the noise surrounding financial markets, and allows us to present clients with actionable advice on their investments.

Maximizing client performance

UBS Advice Asia has a new and totally transparent flat-fee structure that sets out the expenses for a client’s portfolio in advance. This model encourages the focus on incremental performance with the assets that the client holds with UBS. UBS is committed to providing superior investment advice and solutions for your wealth and we apply the highest standards in all our dealings with our clients.